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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Palmerino is a financial advisor with Cetera Investment Advisers LLC. Mark has been in the financial services industry since August 2, 1999. Mark is registered in Florida and Massachusetts as an Investment Adviser Representative (IAR) and is also registered in 10 states as a Broker-Dealer (BD). Mark has experience working with a wide range of clients, including individuals, businesses, corporations, and charitable organizations. Mark also holds the Series 7, Series 63, Series 65, and SIE licenses. Mark specializes in financial planning, portfolio management, and pension consulting. Mark is committed to providing personalized financial advice to help his clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (WESTBOROUGH MA)
OH
10/09/2003 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
05/14/2001 - 09/02/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/28/1999 - 05/18/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 06/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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